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iShares Floating Rate Bond ETF

524 hedge funds and large institutions have $4.19B invested in iShares Floating Rate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 219 increasing their positions, 163 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
-11
Holders Change %
-2.06%
% of All Funds
9.2%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.49%
New
37
Increased
219
Reduced
163
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFM
276
Wolff Financial Management
Michigan
$827K +$827K +16,264 New
OFG
277
OmniStar Financial Group
North Carolina
$826K -$69.4K -1,366 -8%
BCA
278
Bay Colony Advisors
Massachusetts
$801K +$529K +10,400 +194%
OMC
279
Old Mission Capital
Illinois
$800K -$4.15M -81,685 -84%
NA
280
NewEdge Advisors
Louisiana
$798K -$454K -8,930 -36%
MIH
281
Meitav Investment House
Israel
$789K -$254K -5,001 -24%
PWW
282
Pettyjohn Wood & White
Virginia
$789K -$76.2K -1,500 -9%
PFA
283
Paradigm Financial Advisors
Missouri
$786K -$11.4K -225 -1%
ACA
284
Anchor Capital Advisors
Massachusetts
$784K -$150K -2,955 -16%
KFAA
285
Klaas Financial Asset Advisors
Illinois
$778K +$3.76K +74 +0.5%
GSEP
286
Golden State Equity Partners
California
$777K +$63.4K +1,247 +9%
DI
287
Disciplined Investments
Oklahoma
$774K -$45K -885 -5%
RIA
288
Realta Investment Advisors
Delaware
$746K +$58.9K +1,158 +9%
IWC
289
Integrated Wealth Concepts
Massachusetts
$745K +$229K +4,496 +44%
IA
290
IFP Advisors
Florida
$742K -$2.82M -54,065 -79%
WP
291
WealthSource Partners
California
$742K -$32.4K -638 -4%
HH
292
Hilltop Holdings
Texas
$740K +$80.6K +1,585 +12%
GF
293
Gries Financial
Ohio
$736K +$736K +14,470 New
IA
294
Insight Advisors
Pennsylvania
$732K +$117K +2,302 +19%
CCM
295
Crabel Capital Management
California
$727K -$9.95M -195,770 -93%
IWP
296
Icon Wealth Partners
Texas
$726K +$27.3K +536 +4%
VA
297
Valmark Advisers
Ohio
$719K +$37.5K +737 +5%
APP
298
Avantax Planning Partners
Iowa
$699K -$102 -2 -0%
EDRH
299
Edmond de Rothschild Holding
Switzerland
$689K +$338K +6,654 +96%
ECM
300
Evergreen Capital Management
Washington
$682K